San Juan Basin Royalty Trust
SJT- Exchange
- NYSE
- Industry
- Oil Royalty Traders
- SEC CIK
- 0000319655
No open-market purchases or sales by San Juan Basin Royalty Trust insiders were filed in the last 90 days; 82 institutions reported holding it in 13F filings for Q2 2026, worth $55.6M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in San Juan Basin Royalty Trust as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- +3 vs. Q2 2024
- Shares held
- 7.07M
- +1.01M (+16.6%) vs. Q2 2024
- Total value
- $26.1M
- +$1.52M (+6.2%) vs. Q2 2024
- New holders
- 13
- 17 more added
- Sold out
- 10
- 15 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SJT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 82 | $55.6M |
| Q1 2026 | 89 | $79.1M |
| Q4 2025 | 90 | $86.8M |
| Q3 2025 | 88 | $91.6M |
| Q2 2025 | 86 | $90.1M |
| Q1 2025 | 86 | $72.7M |
| Q4 2024 | 87 | $34.5M |
| Q3 2024 | 77 | $26.1M |
| Q2 2024 | 76 | $24.7M |
| Q1 2024 | 82 | $38.3M |
| Q4 2023 | 97 | $24.9M |
| Q3 2023 | 99 | $27.6M |
| Q2 2023 | 100 | $47.1M |
| Q1 2023 | 93 | $72.9M |
| Q4 2022 | 102 | $85.9M |
| Q3 2022 | 83 | $62.0M |
| Q2 2022 | 86 | $50.6M |
| Q1 2022 | 77 | $56.0M |
| Q4 2021 | 62 | $34.1M |
| Q3 2021 | 58 | $24.3M |
| Q2 2021 | 51 | $34.5M |
| Q1 2021 | 43 | $26.3M |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding San Juan Basin Royalty Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cannell Capital LLC | 1,386,640 | $5.13M | 1.12% | +456,826+49.1% | Added |
| Horizon Kinetics Asset Management LLC | 1,291,926 | $4.78M | 0.07% | +242,871+23.2% | Added |
| Mountaineer Partners Management, LLC | 719,054 | $2.66M | 1.66% | −18,876−2.6% | Reduced |
| Morgan Stanley | 713,649 | $2.64M | 0.00% | +591,383+483.7% | Added |
| McDaniel Terry & Co | 318,076 | $1.18M | 0.10% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 281,203 | $1.04M | 0.97% | +9,247+3.4% | Added |
| Pingora Partners LLC | 277,388 | $1.02M | 0.72% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 195,327 | $722.7K | 0.06% | +195,327 | New |
| Mraz, Amerine & Associates, Inc. | 193,071 | $710.5K | 0.13% | −13,495−6.5% | Reduced |
| Susquehanna International Group, LLP | 171,659 | $635.1K | 0.00% | +987+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 141,663 | $524.2K | 0.00% | +31,118+28.1% | Added |
| Moors & Cabot, Inc. | 117,950 | $436.4K | 0.02% | +29,550+33.4% | Added |
| Wells Fargo & Company | 114,699 | $424.4K | 0.00% | −144,626−55.8% | Reduced |
| Two Sigma Investments, LP | 107,499 | $397.7K | 0.00% | +95,079+765.5% | Added |
| Greenfield Seitz Capital Management, LLC | 102,800 | $380.4K | 0.14% | 00.0% | Unchanged |
| State of Wyoming | 81,182 | $300.4K | 0.04% | +44,597+121.9% | Added |
| Price Jennifer C. | 57,663 | $213.4K | 0.24% | 00.0% | Unchanged |
| Bank of America Corp | 56,787 | $210.1K | 0.00% | +4,700+9.0% | Added |
| Ingalls & Snyder LLC | 55,694 | $206.0K | 0.01% | +20,896+60.0% | Added |
| Creative Planning | 52,004 | $191.4K | 0.00% | −500−1.0% | Reduced |
| Warren Averett Asset Management, LLC | 43,316 | $159.4K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 40,651 | $150.0K | 0.01% | +40,651 | New |
| First Financial Bankshares Inc | 37,500 | $138.8K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 36,300 | $134.3K | 0.10% | +3,800+11.7% | Added |
| Raymond James & Associates | 32,341 | $119.7K | 0.00% | −382−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 31,477 | $116.5K | 0.00% | −5,937−15.9% | Reduced |
| Roundview Capital LLC | 30,000 | $110.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,330 | $105.0K | 0.00% | −1,033−3.5% | Reduced |
| Verition Fund Management LLC | 23,517 | $87.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 21,037 | $77.8K | 0.00% | +9,800+87.2% | Added |
| Ameriprise Financial Inc | 20,964 | $77.6K | 0.00% | +20,964 | New |
| Kovack Advisors, Inc. | 20,000 | $74.0K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 19,480 | $72.1K | 0.00% | −1,600−7.6% | Reduced |
| Qube Research & Technologies Ltd | 18,706 | $69.2K | 0.00% | −24,537−56.7% | Reduced |
| Beacon Pointe Advisors, LLC | 18,400 | $67.7K | 0.00% | −3,600−16.4% | Reduced |
| Atlas Wealth Partners, LLC | 17,225 | $63.0K | 0.10% | +17,225 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,825 | $58.6K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,550 | $57.3K | 0.00% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 15,065 | $55.7K | 0.01% | −560−3.6% | Reduced |
| LPL Financial LLC | 13,760 | $50.9K | 0.00% | +2,535+22.6% | Added |
| Waterloo Capital, L.P. | 12,910 | $47.5K | 0.01% | +12,910 | New |
| Wedbush Securities Inc | 12,000 | $44.0K | 0.00% | +12,000 | New |
| Gsa Capital Partners LLP | 11,211 | $41.0K | 0.00% | +11,211 | New |
| Americana Partners, LLC | 11,000 | $40.5K | 0.00% | +11,000 | New |
| Delta Investment Management, LLC | 10,911 | $40.2K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 10,135 | $37.5K | 0.00% | −112,967−91.8% | Reduced |
| National Bank of Canada | 10,000 | $37.0K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 9,271 | $34.3K | 0.01% | +9,271 | New |
| Chilton Capital Management LLC | 8,400 | $30.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,300 | $23.3K | 0.00% | −600−8.7% | Reduced |
| Farther Finance Advisors, LLC | 3,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,903 | $10.7K | 0.00% | +1,608+124.2% | Added |
| Rothschild Investment LLC | 2,537 | $9.39K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,475 | $9.16K | 0.00% | +1,275+106.3% | Added |
| Venturi Wealth Management, LLC | 2,128 | $7.87K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,000 | $7.40K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2,000 | $7.36K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,900 | $7.03K | 0.00% | +1,900 | New |
| BlackRock, Inc. | 1,262 | $4.67K | 0.00% | +1,262 | New |
| WealthCollab, LLC | 699 | $2.57K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 672 | $2.49K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 597 | $2.21K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 483 | $1.79K | 0.00% | −1,617−77.0% | Reduced |
| Bokf, NA | 462 | $1.77K | 0.00% | +462 | New |
| IFP Advisors, Inc | 395 | $1.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 288 | $1.06K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 264 | $973 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 249 | $921 | 0.00% | −254−50.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 200 | $740 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $736 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 197 | $725 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $278 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $21 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1 | $4 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,400 | – | – | +5,400+270.0% | Added |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −517,894−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,607−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Heritage Trust Co | – | – | – | – | Not filed |
| BlackRock Inc. | – | – | – | – | Not filed |